SFAM, LLC
ELMHURST IL · SEC CIK 0001713286
$1.23亿2026Q2 申报市值
262持仓数
80.3%前十大占比 · 第一大 24.3%
13 / 20新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BSV 加仓+$157.92万
AGG 加仓+$77.87万
IXUS 加仓+$61.70万
VOO 加仓+$44.29万
DGRO 加仓+$39.78万
2026Q2 卖出最多 按季末市值估算
VUG 减仓-$101.09万
VTV 减仓-$90.18万
SMMD 减仓-$57.64万
Berkshire Hathaw 清仓-$27.84万
OSBC 减仓-$11.28万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | $2,979.92万 | 24.31% | 86,648 | 266 | 0.3% | $9.15万 | 加仓 |
| SMMD | ISHARES TR | $1,551.46万 | 12.66% | 169,317 | -6,291 | -3.6% | -$57.64万 | 减仓 |
| AGG | ISHARES TR | $1,431.19万 | 11.68% | 144,594 | 7,867 | 5.8% | $77.87万 | 加仓 |
| DGRO | ISHARES TR | $1,105.01万 | 9.01% | 145,800 | 5,249 | 3.7% | $39.78万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,059.11万 | 8.64% | 89,009 | 2,460 | 2.8% | $29.27万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $797.04万 | 6.50% | 102,303 | 20,270 | 24.7% | $157.92万 | 加仓 |
| ANGL | VANECK ETF TRUST | $275.87万 | 2.25% | 94,346 | 5,335 | 6.0% | $15.60万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $251.23万 | 2.05% | 29,166 | -11,736 | -28.7% | -$101.09万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $200.94万 | 1.64% | 9,220 | -4,138 | -31.0% | -$90.18万 | 减仓 |
| SUB | ISHARES TR | $187.74万 | 1.53% | 17,634 | 1,049 | 6.3% | $11.17万 | 加仓 |
| ICF | ISHARES TR | $161.31万 | 1.32% | 23,852 | 3,059 | 14.7% | $20.69万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $138.51万 | 1.13% | 2,017 | 645 | 47.0% | $44.29万 | 加仓 |
| AAPL | APPLE INC | $136.54万 | 1.11% | 4,719 | 10 | 0.2% | $2,893 | 加仓 |
| IXUS | ISHARES TR | $118.36万 | 0.97% | 12,401 | 6,465 | 108.9% | $61.70万 | 加仓 |
| LLY | ELI LILLY & CO | $85.64万 | 0.70% | 714 | -13 | -1.8% | -$1.56万 | 减仓 |
| GOOGL | ALPHABET INC | $70.76万 | 0.58% | 1,980 | 120 | 6.5% | $4.29万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $70.05万 | 0.57% | 938 | -11 | -1.2% | -$8,214 | 减仓 |
| IVV | ISHARES TR | $67.77万 | 0.55% | 905 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $67.32万 | 0.55% | 4,539 | 43 | 1.0% | $6,377 | 加仓 |
| MSFT | MICROSOFT CORP | $60.83万 | 0.50% | 1,631 | 19 | 1.2% | $7,087 | 加仓 |
| IWR | ISHARES TR | $58.94万 | 0.48% | 5,343 | -697 | -11.5% | -$7.69万 | 减仓 |
| APH | AMPHENOL CORP | $56.42万 | 0.46% | 3,200 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $45.40万 | 0.37% | 8,976 | 696 | 8.4% | $3.52万 | 加仓 |
| IVW | ISHARES TR | $42.77万 | 0.35% | 3,110 | 0 | 0.0% | — | 不变 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $40.73万 | 0.33% | 5,220 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $38.98万 | 0.32% | 1,136 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $31.70万 | 0.26% | 897 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $30.32万 | 0.25% | 1,272 | 48 | 3.9% | $1.14万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $30.25万 | 0.25% | 924 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $29.32万 | 0.24% | 523 | -51 | -8.9% | -$2.86万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $29.07万 | 0.24% | 581 | 581 | — | $29.07万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $25.54万 | 0.21% | 273 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $23.54万 | 0.19% | 1,938 | 1,230 | 173.7% | $14.94万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $23.51万 | 0.19% | 1,175 | 23 | 2.0% | $4,602 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $22.91万 | 0.19% | 902 | -50 | -5.3% | -$1.27万 | 减仓 |
| DVY | ISHARES TR | $21.26万 | 0.17% | 1,360 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $20.77万 | 0.17% | 195 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $20.74万 | 0.17% | 931 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $20.17万 | 0.16% | 267 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $19.63万 | 0.16% | 780 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $18.26万 | 0.15% | 2,012 | 8 | 0.4% | $726 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $17.82万 | 0.15% | 1,935 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $17.82万 | 0.15% | 1,845 | 1,453 | 370.7% | $14.03万 | 加仓 |
| DE | DEERE & CO | $17.32万 | 0.14% | 273 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $16.14万 | 0.13% | 165 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $15.51万 | 0.13% | 267 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $15.47万 | 0.13% | 3,781 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $15.37万 | 0.13% | 569 | 2 | 0.4% | $540 | 加仓 |
| AVGO | BROADCOM INC | $14.20万 | 0.12% | 376 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $14.14万 | 0.12% | 1,789 | 347 | 24.1% | $2.74万 | 加仓 |
| HD | HOME DEPOT INC | $13.64万 | 0.11% | 387 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $13.62万 | 0.11% | 4,025 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $13.01万 | 0.11% | 887 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $12.28万 | 0.10% | 245 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $11.20万 | 0.09% | 402 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $11.18万 | 0.09% | 355 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $11.15万 | 0.09% | 198 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $11.09万 | 0.09% | 613 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $10.76万 | 0.09% | 437 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $10.38万 | 0.08% | 1,333 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $10.22万 | 0.08% | 400 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $10.16万 | 0.08% | 409 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $9.83万 | 0.08% | 726 | 5 | 0.7% | $677 | 加仓 |
| RBA | RB GLOBAL INC | $9.28万 | 0.08% | 797 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $9.28万 | 0.08% | 726 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $9.24万 | 0.08% | 696 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $8.97万 | 0.07% | 666 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $8.93万 | 0.07% | 483 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $8.90万 | 0.07% | 450 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $8.47万 | 0.07% | 748 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $8.34万 | 0.07% | 649 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $7.86万 | 0.06% | 289 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $7.78万 | 0.06% | 210 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $7.64万 | 0.06% | 735 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $7.39万 | 0.06% | 931 | 931 | — | $7.39万 | 新建仓 |
| INTC | INTEL CORP | $7.38万 | 0.06% | 529 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $7.17万 | 0.06% | 575 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES TR | $7.17万 | 0.06% | 729 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $7.11万 | 0.06% | 520 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $6.99万 | 0.06% | 136 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $6.87万 | 0.06% | 307 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $6.60万 | 0.05% | 157 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $6.48万 | 0.05% | 1,030 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $6.29万 | 0.05% | 640 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $6.05万 | 0.05% | 1,046 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $6.05万 | 0.05% | 1,298 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $6.04万 | 0.05% | 150 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $5.92万 | 0.05% | 377 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $5.81万 | 0.05% | 200 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $5.80万 | 0.05% | 460 | 460 | — | $5.80万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $5.69万 | 0.05% | 343 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $5.67万 | 0.05% | 155 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $5.46万 | 0.04% | 440 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $5.35万 | 0.04% | 300 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $5.23万 | 0.04% | 71 | -12 | -14.5% | -$8,837 | 减仓 |
| TGT | TARGET CORP | $5.22万 | 0.04% | 400 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $5.18万 | 0.04% | 410 | 269 | 190.8% | $3.40万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $5.11万 | 0.04% | 432 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $4.97万 | 0.04% | 100 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABS INTL INC | $4.88万 | 0.04% | 215 | 0 | 0.0% | — | 不变 |